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Hi Rachel. I would recommend having the smart campaigns in each individual program like how you have it set up. Having everything in one program makes it easier to follow a checklist or clone a program. Great job.
Hi Tiffany, Marketo doesn't automatically move records to a new status like the status you have set to be "Success". You typically have to have a trigger or batch smart campaign change the program status. Change Program Status - Marketo Docs - Product Docs
A Marketo channel is the type of marketing activity (e.g. webinar, seminar, tradeshow, email newsletter, nurture campaign) you will be conducting with Marketo. A channel is not always a lead source – it should be a marketing activity. You can use a Marketo channel as a filter in reporting (e.g. filt...
A good tag system can be super helpful for filtering your reports. Tags can also be used for filtering the Marketo Marketing Calendar. It is best practice to create all tags before starting to create any programs. Tags created after programs are created will not appear in the existing programs. If y...
Customers often ask me for assistance to trouble shoot issues with their attribution reporting. Here a checklist you can use to help make sure you have set-up everything correctly. I will explain each topic and their importance in an upcoming article.Establish a good program naming convention that c...
A good program naming convention can help you keep Marketo organized since programs are automatically sorted chronologically in folders and reports. Consistent naming will also make it easier to search for programs, add an asset to a smart list or flow step, and filter by program name in a RCE repor...
Here is the process to move a program which has members to a new workspace. The solution retains program membership, the membership date, program status, the success date, acquisition and acquisition date.In this example we are moving a program from the 'Default' to the the 'NAM' workspace.Step 1 - ...